Compass: The AIC's monthly newsletter
Compass is off to a whirlwind start as we consider Saba’s proposals. Ian Cowie weighs up trusts under Trump and our first ever fantasy fund manager competition is up and running.
Latest articles, press releases and videos
%2C Lazards.jpg?h=04d92ac6&itok=K3RRjgvz)
Meet the manager: Louis Florentin-Lee
Co-Manager of Mid Wynd International Investment Trust.
Investment trusts find value beyond the magnificent seven
Managers in North America sectors reveal favoured stocks.
A wealth of research available on investment trusts – shame about the regulation
David Prosser examines the various information resources for trust investors.
General election: AIC comments on priorities for the next government
Incoming government must mobilise private capital and reinvigorate capital markets.
General election: “fixing cost disclosure regulation must be an urgent priority”
The AIC is urging the next government to prioritise resolving the issues with investment company cost disclosure.
Why now for investment trusts?
Christian Pittard of abrdn gives his perspective on opportunities within investment trusts in a discussion with Annabel Brodie-Smith of The AIC.
AIC updates platform comparison tables to help investment trust investors find best value
The information is commissioned by the AIC from the lang cat, a platform consultancy.
Why it pays to stay invested and ride out any downturns
Missing 20 best days in past 20 years could have cut final investment value by 43%.
Digging for returns in natural resources
David Prosser considers opportunities in the commodities sector.
Investment Trust Update | May 2024
In this latest investment trust update, Elliott Investment Management reduces its stake in Scottish Mortgage, AIC has partnered with a range of providers to boost its inv...
AIC expands investment trust research for investors
Research from various providers is now available on the AIC’s website.
Deciphering UK Equity Income: Insights from City of London investment trust manager
Job Curtis, manager of the City of London Investment Trust, covers various aspects of the UK market in this interview, including its outlook, impact on larger companies, and investment opportunities.
Building a better future: investing in infrastructure
Interview featuring Philip Kent, Lead Adviser of GCP Infrastructure Investments, Jean-Hugues de Lamaze, Partner at Redwheel-Ecofin and Portfolio Manager of Ecofin Global Utilities and Infrastructure and Benn Mikula, CEO & Managing Partner of Cordiant Capital, which manages Cordiant Digital Infrastructure.
Building a better future: investing in infrastructure
Interview featuring Philip Kent, Lead Adviser of GCP Infrastructure Investments, Jean-Hugues de Lamaze, Partner at Redwheel-Ecofin and Portfolio Manager of Ecofin Global Utilities and Infrastructure and Benn Mikula, CEO & Managing Partner of Cordiant Capital, which manages Cordiant Digital Infrastructure.
Recorded January 2025.
Building a better future: what’s the outlook for your trust in 2025?
Annabel Brodie-Smith, Philip Kent, Jean-Hugues de Lamaze and Benn Mikula discuss the outlook for the infrastructure sector.
Recorded January 2025.
Building a better future: why should investors consider your trust right now?
Building a better future: investing in infrastructure. A panel of infrastructure investment trust managers explain why investors should consider their trust at the moment.
Recorded January 2025.
Building a better future: what are the biggest risks to your portfolio?
Annabel Brodie-Smith asks infrastructure managers about the risks to their portfolios.
Recorded January 2025.
Building a better future: how often do you go and see projects and do you look for?
Philip Kent, Jean-Hugues de Lamaze and Benn Mikula talk about their site visits and what they look for on them.
Recorded January 2025.
Thematic research
Third-party thematic research on investment companies can be found below.
AIC Investment Company Showcase
Interview with Craig Baker
Interview with Craig Baker, Manager of Alliance Witan, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Craig's full presentation from this year's Showcase here.
Interview with Gaurav Narain
Interview with Gaurav Narain, Principal Adviser of India Capital Growth Fund, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024
Interview with Ian Lance
Interview with Ian Lance, Manager of Temple Bar Investment Trust, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Ian's full presentation from this year's Showcase here.
Interview with Jasmine Yeo
Interview with Jasmine Yeo, Co-Manager of Ruffer Investment Company, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Jasmine's full presentation from this year's Showcase here.
Interview with Joe Bauernfreund
Interview with Joe Bauernfreund, Manager of AVI Japan Opportunity Trust, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Joe's full presentation from this year's Showcase here.
Interview with Mike Seidenberg
Interview with Mike Seidenberg, Lead Portfolio Manager of Allianz Technology Trust, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Mike's full presentation from this year's Showcase here.
Interview with Stuart Widdowson
Interview with Stuart Widdowson, Co-Manager of Odyssean Investment Trust, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Interview with Tom Williams
Interview with Tom Williams, Co-Manager of Downing Renewables & Infrastructure, at the Association of Investment Companies' Investment Company Showcase.
Recorded October 2024.
Watch Tom alongside other fund managers in our 'Green means go' panel from this year's Showcase here.
Interview with Kirsty Gibson
Interview with Kirsty Gibson, Co-Manager of Baillie Gifford US Growth Trust, at the AIC’s Investment Company Showcase.
Recorded October 2024.
Watch Kirsty's full presentation from this year's Showcase here.
Interview with Richard Shepherd-Cross
Interview with Richard Shepherd-Cross, Manager of Custodian Property Income REIT, at the AIC’s Investment Company Showcase.
Recorded October 2024.
Watch Richard's full presentation from this year's Showcase here.
Interview with Laura Foll
Interview with Laura Foll, Co-Manager of Law Debenture Corporation, Lowland Investment Company and Henderson Opportunities Trust at the AIC’s Investment Company Showcase.
Recorded October 2024.
Watch Laura's full presentation from this year's Showcase here.
Henderson Opportunities wins but wind up still looms
VH Global Energy Infrastructure monitoring impact of tariffs on Mexico
JPMorgan EMEA beats benchmark but still overshadowed by events in Russia
QuotedData’s morning briefing 4 February 2025 – MGCI, BNKR, SRE, GPE
Cordiant Digital Infrastructure
4 February 2025
CORD's strong share price rally reflects continued improvement of strong fundamentals.
Schroder Japan Trust
3 February 2025
SJG has outperformed the index in Masaki's first five years in charge.
Premier Miton Global Renewables Trust Plc - Portfolio Update
04/02/2025 - 13:10
Premier Miton Global Renewables Trust Plc - Portfolio Update
04/02/2025 - 13:10
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
If you're new to investment companies, find out what they're all about here.
An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
Glossary
What does that word mean? Find your way around investment trust jargon.
Research tools
Find and compare investment companies and trusts, or look up a company you're interested in.
Invest & engage
Browse a list of platforms that allow you to buy and hold investment companies. Discover how to have your say on how your investment company is run.
